{"url":"https://nivawealth.com/firms/investment-partners-108913","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108913","regulatoryAum":892284139,"crd":"108913","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2954129","suffix":null,"lastName":"ANDREAS","firstName":"MATTHEW","middleName":"WILLIAM"},{"crd":"3119298","suffix":null,"lastName":"BAMBECK","firstName":"DOUGLAS","middleName":"GRAY"},{"crd":"2601668","suffix":null,"lastName":"BROOKS","firstName":"DARREN","middleName":"CHRISTOPHER"},{"crd":"4201744","suffix":null,"lastName":"CAMPBELL","firstName":"MATTHEW","middleName":"WILLIAM"},{"crd":"4563656","suffix":null,"lastName":"FELLER","firstName":"DOUGLAS","middleName":"ALAN"},{"crd":"7282538","suffix":null,"lastName":"Feller","firstName":"Max","middleName":"William"},{"crd":"4917055","suffix":null,"lastName":"ISRAEL","firstName":"JILL","middleName":"ANN"},{"crd":"7774986","suffix":null,"lastName":"Ogi","firstName":"Cale","middleName":null},{"crd":"7802518","suffix":null,"lastName":"Parrott","firstName":"Zane","middleName":"Edwin"},{"crd":"2799242","suffix":null,"lastName":"SCHROCK","firstName":"THOMAS","middleName":"WILLIAM"},{"crd":"6477545","suffix":null,"lastName":"YODER","firstName":"ANTHONY","middleName":"R"}],"total":11,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-05","regulatoryAum":608967882,"clients":814,"employees":19,"offices":5},{"filedOn":"2022-02-15","regulatoryAum":695788674,"clients":888,"employees":21,"offices":5},{"filedOn":"2023-02-13","regulatoryAum":580186252,"clients":904,"employees":19,"offices":5},{"filedOn":"2024-01-03","regulatoryAum":646132340,"clients":938,"employees":20,"offices":5},{"filedOn":"2025-01-14","regulatoryAum":807463088,"clients":918,"employees":19,"offices":5},{"filedOn":"2026-05-29","regulatoryAum":892284139,"clients":938,"employees":20,"offices":8}],"secFileNumber":"801-55069","legalName":"Investment Partners LTD","displayName":"Investment Partners","slug":"investment-partners-108913","website":"https://reawealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/reawealth/","founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"October","headquarters":{"street":"419 W High Ave","city":"New Philadelphia","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44663"},"tradeNames":["Rea Wealth Management"],"registration":{"secApproved":"21 November 1997","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":932578.3224719102,"staff":{"employees":20,"advisory":11,"brokerDealerReps":9,"insuranceAgents":9,"promoters":0},"aum":{"regulatory":892284139,"discretionary":880997785,"discretionaryAccounts":1807,"nonDiscretionary":11286354,"nonDiscretionaryAccounts":11,"wrapProgram":264445925,"nonUsClientsPct":0,"nonAumClients":4},"clientTypes":[{"label":"Individuals (other than HNW)","clients":705,"regulatoryAum":211246893},{"label":"High-net-worth individuals","clients":185,"regulatoryAum":618747814},{"label":"Pension and profit-sharing plans","clients":12,"regulatoryAum":12972489},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":2543037},{"label":"Corporations and other businesses","clients":33,"regulatoryAum":46773906}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046666","versionId":1046666,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-29","documentName":"ADV 2A MAY 2026","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Planning Services","summary":"Planning services are billed at $250.00 per hour, paid as services are provided; 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Investment Partners have?","answer":"Investment Partners has 11 investment adviser representatives registered with state securities authorities, out of 20 employees, and 11 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Investment Partners invest in?","answer":"At the end of its last fiscal year, Investment Partners’ separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 13% cash and equivalents and 1% non-exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Investment Partners?","answer":"Investment Partners is owned through a holding company by Rea & Associates. 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